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40 Somethings Financial Planning
Life can change in an instant. Do your legal documents and long-term financial plans, like wills and life insurance policies, align with your current wants and needs?
In this episode of BankCents Greg Marantz is joined by Greg Pettys, Wealth Consultant at BOS, to finish the 3 part series on Financial Planning in your 20s, 30s, and 40s. Tune in to hear advice on navigating finances within your family, learn about what you should be planning for, and how often you should review your documents.
Watch on YouTube: https://youtu.be/LAoVw0I-KLA
BankCents is the podcast that makes sense of all things banking. Something you don't understand or want to learn more? Message us on social media (@bankwithbos), comment on YouTube, or email us at [email protected] with your questions about banking.
BankCents is brought to you by the Bank of Springfield (BOS), a community bank located in Illinois and Missouri. BOS is a full-service institution that offers a wide range of financial offerings.
Learn more at bankwithbos.com.
This podcast is for educational purposes.
Music by FASSounds from Pixabay
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By Bank of SpringfieldLife can change in an instant. Do your legal documents and long-term financial plans, like wills and life insurance policies, align with your current wants and needs?
In this episode of BankCents Greg Marantz is joined by Greg Pettys, Wealth Consultant at BOS, to finish the 3 part series on Financial Planning in your 20s, 30s, and 40s. Tune in to hear advice on navigating finances within your family, learn about what you should be planning for, and how often you should review your documents.
Watch on YouTube: https://youtu.be/LAoVw0I-KLA
BankCents is the podcast that makes sense of all things banking. Something you don't understand or want to learn more? Message us on social media (@bankwithbos), comment on YouTube, or email us at [email protected] with your questions about banking.
BankCents is brought to you by the Bank of Springfield (BOS), a community bank located in Illinois and Missouri. BOS is a full-service institution that offers a wide range of financial offerings.
Learn more at bankwithbos.com.
This podcast is for educational purposes.
Music by FASSounds from Pixabay